Geneos Wealth Management’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-430
| Closed | -$8.3K | – | 3136 |
|
|
2025
Q1 | $8.3K | Buy |
+430
| New | +$8.3K | ﹤0.01% | 2627 |
|
|
2022
Q3 | – | Sell |
-231
| Closed | -$1K | – | 2129 |
|
|
2022
Q2 | $1K | Hold |
231
| – | – | ﹤0.01% | 2471 |
|
|
2022
Q1 | $5K | Hold |
231
| – | – | ﹤0.01% | 2315 |
|
|
2021
Q4 | $4K | Hold |
231
| – | – | ﹤0.01% | 2445 |
|
|
2021
Q3 | $4K | Hold |
231
| – | – | ﹤0.01% | 2494 |
|
|
2021
Q2 | $4K | Hold |
231
| – | – | ﹤0.01% | 2495 |
|
|
2021
Q1 | $4K | Hold |
231
| – | – | ﹤0.01% | 2705 |
|
|
2020
Q4 | $3K | Buy |
231
+10
| +5% | +$130 | ﹤0.01% | 2607 |
|
|
2020
Q3 | $2K | Hold |
221
| – | – | ﹤0.01% | 2396 |
|
|
2020
Q2 | $2K | Buy |
+221
| New | +$2K | ﹤0.01% | 2342 |
|